What we’re about
The purpose of this group is to build a supportive community where you can learn how to take control of your financial future with clarity, confidence, and purpose. Whether you're navigating retirement planning, tax strategies, investment decisions, or legacy planning, our mission is to equip you with the tools and insight to make smart, value-aligned financial choices.
We believe retirement isn’t the end, it’s a beginning. A time to live intentionally, with freedom, security, and the ability to create impact. That’s why we offer live online events that are practical, engaging, and built around real conversations, not lectures.
What you will gain from this group:
- CLARITY ON YOUR RETIREMENT PATH – Learn what it really takes to create a personalized financial strategy that aligns with your goals, values, and lifestyle vision.
- REAL, PRACTICAL FINANCIAL EDUCATION – From understanding taxes in retirement to income distribution planning and investment optimization, we’ll guide you through real-world strategies you can begin applying today.
- STRATEGIES TO BUILD CONFIDENCE AND PEACE OF MIND – Discover how to reduce financial anxiety and replace it with a clear, proactive plan that grows with you.
- CONNECTION WITH A LIKE-MINDED COMMUNITY – This group is a space for discussion, learning, encouragement, and sharing wisdom because financial empowerment is better together.
Please join our group,
Asta Sanders, Organizer
Upcoming events
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•OnlineEstate Planning Made Simple: Protect What Matters Most
Onlineđź“Ť THIS IS AN ONLINE EVENT
🎟️ Register now (for free) to get access to the live session:
https://us06web.zoom.us/meeting/register/QI9911u0Qieb42spA1qmfgLife’s unexpected moments—illness, loss, or sudden incapacity—can leave families feeling overwhelmed and unprepared. In this compassionate and practical webinar, you’ll learn how proactive estate planning can bring comfort, clarity, and confidence when it matters most.
Here’s what we’ll explore:
• Ease Your Loved Ones’ Burden
Imagine the peace of mind your family will feel knowing your will, trusts, and powers of attorney clearly express your wishes—relieving them from the weight of difficult decisions during emotional times.• Protect Against Conflict and Uncertainty
Learn how to prevent probate struggles and family disputes with thoughtful planning tools like revocable trusts and spendthrift provisions—ensuring that harmony, not hardship, defines your legacy.• Secure Care for Those You Cherish Most
Gain confidence knowing that minors have guardians appointed, loved ones with special needs are protected through tailored trusts, and your digital and tangible assets are thoughtfully managed, even if you can’t be there.By the end of this session, you’ll understand the key steps to protect your family’s emotional and financial well-being—helping you create a legacy built on love, not uncertainty.
Call to Action
💛 Take that caring step today. Reserve your spot now and give your family the ultimate gift—peace of mind, protection, and clarity for the future.
https://us06web.zoom.us/meeting/register/QI9911u0Qieb42spA1qmfg✔ Want personalized guidance? Book a complimentary Discovery Session for one-on-one estate planning support tailored to your family’s needs.
đź“Ś Book Your Discovery SessionAsta Sanders, Presenter and Organizer
Asta Sanders has 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER, an Enrolled Agent, and a Certified Private Wealth Advisor.***
IMPORTANT: After you RSVP, please check your Meetup inbox for all event instructions. On a desktop, you’ll find your inbox at the top of the Meetup page; on a mobile device, it's at the bottom (click the speech bubble icon). Remember to check your spam folder, as Meetup notifications often end up there!1 attendee
Past events
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